AUMdb

Mercury Aircraft Inc. 401(k) Retirement Savings Plan

Sponsored by Mercury Aircraft Inc. · EIN 160550220 · Plan #002

Total assets
$32.1M
Net assets
$32.1M
Active participants
197
With balances
322

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Clearing Services Llc Investment advisory (plan) $38,690
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$10,038